Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sotera Health Co (SHC)

310 + Investors. Track Smart Money conviction in SHC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
5Q ▲
Buyers last Q
68%

Smart Money Signals — SHC

Based on 313 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added SHC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
313 hedge funds hold SHC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+89 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 68% buying

218 buying104 selling
Last quarter: 218 funds were net buyers (60 opened a brand new position + 158 added to an existing one). Only 104 were sellers (64 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~60 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 81 → 56 → 60. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 24% medium ■ 32% new
140 out of 313 hedge funds have held SHC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +51% but shares only +17% — price-driven

Value
+50%
Shares
+17%
Last quarter: the total dollar value of institutional holdings rose +51%, but actual share count only changed +17%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~60 new funds/quarter

49 → 46 → 81 → 56 → 60 new funds/Q
New funds entering each quarter: 46 → 81 → 56 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 36% newcomers

■ 51% veterans ■ 13% 1-2yr ■ 36% new
Entry-cohort mix of 315 holders: 162 (51%) are 2+ year veterans, 41 entered 1–2 years ago, and 112 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
52 of 313 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SHC

In 2026 Q2, 218 hedge funds were net buyers of SHC (60 opened a new position, 158 added to an existing one), while 104 reduced or exited (64 trimmed, 40 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in SHC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 313.

Hedge Fund Ownership: SHC

How many hedge funds hold SHC — quarterly history vs. share price
Quarterly hedge fund ownership of SHC vs. share price

Market Analysis: SHC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 10 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: SHC
310 + Investors

Track Smart Money conviction in SHC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 310 293 5.8%
13F Shares 295M 256M 15.09%
Total Value $5.04B $3.55B 41.9%
New Positions 59 56 +3
Increased Positions 156 145 +11
Closed Positions 42 43 -1
Reduced Positions 64 59 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHC

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Financial Highlights

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Institutional Holders (2026 Q2)

310 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SHC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ananym Capital Management, LP 12.96% 2,029,809 $36.0M
2 Inherent Management Corp. 11.44% 1,660,128 $29.5M
3 Sessa Capital IM, L.P. 8.03% 27,050,000 $480.1M
4 Sachem Head Capital Management LP 5.73% 15,560,000 $276.2M
5 SaddleRock Capital Management LLC 5.25% 306,553 $5.4M
6 Ararat Capital Management LP 4.91% 590,362 $10.5M
7 Voss Capital, LP 4.80% 5,825,000 $103.4M
8 Broyhill Asset Management, LLC 4.59% 291,128 $5.2M
9 Irenic Capital Management LP 4.38% 5,141,822 $91.3M
10 Heights Point Management, LP 4.16% 294,879 $5.2M
11 ION Fund Management Ltd 3.76% 3,343,648 $59.3M
12 Lakewood Capital Management, LP 3.64% 3,979,581 $70.6M
13 Sculptor Capital LP 3.47% 24,000,000 $426.0M
14 Gem Investment Advisors, LLC 3.42% 314,015 $5.6M
15 O'Keefe Stevens Advisory, Inc. 2.91% 800,396 $14.2M
16 Kerrisdale Advisers, LLC 2.66% 599,249 $10.6M
17 Dendur Capital LP 2.58% 2,770,000 $49.2M
18 Darsana Capital Partners LP 2.15% 27,000,000 $479.2M
19 Two Seas Capital LP 2.05% 5,836,053 $103.6M
20 Onex Canada Asset Management Inc. 1.99% 729,212 $12.9M
21 DME Capital Management, LP 1.88% 4,135,515 $73.4M
22 AYAL Capital Advisors Ltd 1.74% 362,000 $6.4M
23 Elwood Capital Partners LP 1.64% 187,500 $3.3M
24 Bronte Capital Management Pty Ltd. 1.52% 797,138 $14.1M
25 ABS Investment Management LLC 1.39% 125,000 $2.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sotera Health Co (SHC)

What does the Smart Money Trend signal show for SHC?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SHC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHC?

More buyers than sellers — 68% buying: Last quarter: 218 funds were net buyers (60 opened a brand new position + 158 added to an existing one). Only 104 were sellers (64 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHC holders?

Strong quality — 36% AUM from major funds: 52 of 313 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SHC?

45% of holders stayed for 2+ years: 140 out of 313 hedge funds have held SHC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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